See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,120 | $159,602-84.3% | $150,045-83.3% | $142,382-82.4% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 14.14% | 70.24%-56.1pp | 62.55%-48.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,537 | $4,961-28.7% | $4,693-24.6% | $4,299-17.7% |
| Participant deferral / active EE | $6,285 | $8,310-24.4% | $7,997-21.4% | $6,507-3.4% |
| Admin fee / account holder | $10,182 | $14,846-31.4% | $13,435-24.2% | $12,624-19.3% |